See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,211 | $77,899-72.8% | $149,673-85.8% | $75,163-71.8% |
| Participation rate | 87.5% | 65.6%+21.9pp | 78.8%+8.7pp | 67.2%+20.3pp |
| Annual return | 20.21% | 31.72%-11.5pp | 134.42%-114.2pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,845 | $3,137-41.2% | $4,818-61.7% | $2,670-30.9% |
| Participant deferral / active EE | $2,982 | $3,411-12.6% | $5,680-47.5% | $4,125-27.7% |
| Admin fee / account holder | $685 | $5,956-88.5% | $13,210-94.8% | $5,651-87.9% |